2 EXPERIENCE
Interim Chief Financial Officer (P/T: Retired Annuitant) May 2023 to January 2024
CITY OF EL SEGUNDO EL SEGUNDO, CALIFORNIA
• Worked with City Staff and elected officials on a long-term fiscal sustainability plan for the City, including getting an S&P credit rating upgrade to AAA. Worked with staff to update the 10 -year financial plan and developed revenue options for long term sustainability.
Sub-Consulting Services – UFI, Inc. January 2023 to Present
CITIES OF WILDOMAR - NEEDLES WILDOMAR & NEEDLES, CALIFORNIA • Working with City Finance staff on organizational assessment and transitioning to new Administrative Services Director. Completing a full finance department assessment including a full review of finance operations and staffing (Finance / IT / HR) , finance software ERP process; and review and update of department policies and procedures.
Consulting Services August 2022 to December 2022
C
ITY OF BEAUMONT BEAUMONT, CALIFORNIA
• Working with City Manager and Finance Director on financial mentoring & long-term financial planning.
• R eview of the City’s financial data, major CIP and CFD projects and related information and provide financial support and training to the City Manager and the Finance Department staff.
Consulting Services September 2022 to November 2022
CITY OF FOUNTAIN VALLEY FOUNTAIN VALLEY, CALIFORNIA
• Review both short and long-term financial documents and/or spreadsheets.
Make recommendations for areas that would allow the city to maintain long- term fiscal sustainability via the long-range plan. Fountain Valley strategic initiatives, and adopted spending pledge.
• Updated both City Council and the Measure HH Advisory Committee on the revised long range financial plan.
Interim Finance Director (P/T: Retired Annuitant) May 2021 to May 2022
CITY OF CLAREMONT CLAREMONT, CALIFORNIA
• Worked with City Staff and elected officials on a long-term fiscal sustainability plan for the City. Includes updating 10-year financial plan and review of financial policies and procedures. Evaluated options for the use of ARPA funds and recommended opportunities to best benefit the Claremont community as a whole. Completed tax - exempt financing providing funding for energy conservation upgrades to a variety of city facilities.
Consulting Services May 2021 to February 2023
C
ITY OF WEST HOLLYWOOD WEST HOLLYWOOD, CALIFORNIA
• Working with City Finance staff on team building & organizational health. Completing a review of the current finance software platform; financial policies and procedures.
Fiscal Sustainability Manager (P/T: Retired Annuitant) March 2019 to May 2021
CITY OF LOS ALAMITOS LOS ALAMITOS, CALIFORNIA
• Worked with City Staff and elected officials on a long-term fiscal sustainability plan for 3 the City.
• Updated the 20-year financial plan, conducting community outreach programs and resident surveys. A successful voter-approved sales tax measure was placed on the November 2020 ballot.
Consulting Services July 2019 to December 2019
CITY OF LA HABRA HEIGHTS LA HABRA HEIGHTS, CALIFORNIA
• Worked with City finance staff to provide financial and accounting support.
Director of Finance / City Treasurer October 2014 to Retired May 2017
CITY OF FOUNTAIN VALLEY FOUNTAIN VALLEY, CALIFORNIA
• Oversaw 10 staff members in the Finance, Utility Billing, and Purchasing divisions. • $98M bi-annual City/Successor Agency & 10-year CIP Budget. • Worked with City Manager, Council members, and community to successfully secure a voter-approved 1% sales tax to help Fountain Valley’s long-term fiscal sustainability. • Received the City’s first GFOA Certificate of Achievement for Excellence in Financial Reporting for the City’s Comprehensive Annual Financial Report. • Interfaced with CalJPIA, LAFCO, and several state agencies on behalf of the City. • D eveloped 20-year long-term Fiscal Sustainability Plan and worked with staff on semi- annual updates to the City’s Strategic Plans and Goals.
Adjunct Professor – Masters of Public Administration Program July 2008 to Present
CALIFORNIA STATE UNIVERSITY NORTHRIDGE NORTHRIDGE, CALIFORNIA • Teach graduate-level public budgeting and financial management; labor relations and public sector human resource management. The budget class is a required core class for the MPA program.
• Have developed a curriculum that successfully demonstrates that budgeting is mor e than just about numbers to non-finance public sector employees. Students learn that a budget is a policy document, a communication tool, an operations guide, and financial plan. The labor relations class includes the opportunity for hands -on labor negotiations while in a classroom setting. Human Resource Management covers the paradoxes, processes, and problems in public sector agencies. • Member of the 2021 MPA redesign team updating all learning objectives; redesign of offered courses and related course materials for the MPA program.
Instructor – Masters of Public Administration Program August 2016 to December 2019 C
ALIFORNIA STATE UNIVERSITY LONG BEACH LONG BEACH, CALIFORNIA
GRADUATE CENTER FOR PUBLIC POLICY AND ADMINISTRATION
• Teach graduate- level public budgeting ; financial management; employee- employer relations; public policy analysis; f oundation of public administration; and human resource management.
Instructor – Masters of Public Administration Program March 2018 to Present
CAL POLY POMONA POMONA, CALIFORNIA
PUBLIC POLICY AND ADMINISTRATION
• Teach graduate-level Public Fiscal Administration. The required core budget class covers key public sector budgeting and financial management principles.
Instr
uctor – Government Finance Officers Association April 2017
GFOA BUDGET ACADEMY NEWPORT BEACH, CALIFORNIA
4 • Co-Instructor for four-day comprehensive Budget Analyst Academy. Taught session on revenue forecasting, expenditures, labor negotiations, Goal Setting, Program Development, Strategic Planning, and Performance Management.
Instructor – California Society of Municipal Finance Officers April 2020 - Present
CSMFO CORE COURSES SACRAMENTO, CALIFORNIA
• Co-Instructor for two-day comprehensive California Local Budget & Financial Management and Financial Management Analysis Core Courses . Developed and maintain course materials for both classes.
Director of Administrative Services (Finance/IT) September 2013 to October 2014 Consultant/ Contract Interim Finance Director (UFI) January 2013 to September 2013
CITY OF SAN BERNARDINO SAN BERNARDINO, CALIFORNIA
• Oversee 36 staff members in the Finance and IT D epartments who work in four operating Divisions including Fiscal Services; Payroll; Information Technology and Purchasing Operations
• A member o n the City’s Federal Bankruptcy Mediation team, which dealt with the various creditor groups and developing a final plan of adjustment. Interfaced with key creditors including CalPERS, Rating Agencies, Bondholders, and labor groups. • Developed a t wo-year $220M Pendency Plan Budget which required Federal Bankruptcy court approval.
• Identified numerous financial deficiencies, develop ing permanent fixes and implementing best practices policies and procedures.
• Oversaw the transition of the former standalone Economic Development Agency into the City’s Successor Agency.
Director of Finance/IT – Treasurer (Appointed) October 2009 to December 2012
MOULTON NIGUEL WATER DISTRICT LAGUNA NIGUEL, CALIFORNIA • Oversee the Finance Divisions 19 employees who work in four operating Departments including Information Technology; Utility Billing Purchasing / Warehouse Operations and Fiscal Services.
• The Finance Division was responsible for producing monthly financial reports to the Board, annual (award- winning) Comprehensive Annual Financial Report, external audit(s), bi-annual Operating and CIP Budget s, of $110M and 10- Year Cash Flow model.
• As Treasurer (appointed by Board), work closely with the investment adviser to help manage the water District’s large investment portfolio. • Worked with District staff to evaluate, formulate, and implement a new Water Budget Based Rate Structure, which help the District meet legally required water conservation goals.
• Responsible for the collaborative evaluation and selection of a new Enterprise Resource Software package.
Director of Finance – Deputy City Treasurer (Appointed) March 1998 to October 2009
CITY OF CHINO CHINO, CALIFORNIA
• Oversaw the finance department’s 35 employees whose responsibilities included Utility Billing; Mail Services; Business License; Accounts Receivable; Purchasing & Warehouse; and Fiscal Services (AP/PR/AR/Financial Reporting/Budgeting). • Finance Department in conjunction with the Administration Department developed 5 and submitted the City’s annual award-winning Operational/CIP Budgets. The overall budget was $148M (including Redevelopment), with a CIP budget of approximately $43M and an investment portfolio of $215M. The enterprise fund budget was $45M. • Coordinated with other operating departments to oversee two major residential developments, plus new retail and industrial developments throughout the City.
Worked with the City team which determined the deal points for both major developer Development Agreements along with the required coordination with several state agencies.
• Interacted with elected officials and agency staff on behalf of several regional JPA’s including the Chino Desalter Authority, Water Finance Authority, and Inland Empire Utilities Agency (wastewater treatment).
• Worked with the City Manager , E xecutive Management Team, and city staff to develop the City’s first Strategic Plan. This plan included a City “Vision” statement, six Organizational Values, and the identification of seven Strategic Issues and Goals important to community stakeholders and the City Council. The key focus area was “Quality Customer Service.” Also helped implement an in- house Leadership Academy and Customer Service training program.
• As a Department Head, regularly interacted with City Council members on a variety of financial issues that related to the City and Redevelopment Agency and provided support for their roles on other regional agency boards.
Assistant City Administrator July 1994 to March 1998
Director Financial Services
CITY OF SIERRA MADRE SIERRA MADRE, CALIFORNIA
• Responsible for overseeing information technology, human resources, risk management and employee relations.
• Acted as Chief Management Labor Negotiator resulting in a two-year Memorandum of Understanding with both Police and General Employee Associations. • Revised and updated City Employees Rules and Regulation Handbook.
Director Financial Services January 1993 to July 1994
CITY OF SIERRA MADRE SIERRA MADRE, CALIFORNIA
• Responsible for managing and overseeing all finance department functions including, Utility Billing, Budgeting, Purchasing, General Ledger, Payroll, Accounts Payable & Receivable, Business Licenses, & cash handling for full-service city. • Within one year of my appointment, amid a critical local financial crisis, resolved a General Fund operating deficit of $<108,000> to a $1,008,000 positive fund balance, eliminated ongoing cash flow problems in several restricted funds and addressed a $1.3M Water Fund structural deficit.
• Worked with the City Council and community to place a Utility User Tax on the ballot, which was approved by the voters.
• Developed an excellent working relationship with six other operational City Departments and City staff as a member of the City’s Executive Management Team. • Strong commitment to organizational development resulted in numerous operational improvements, increased employee morale, and quality of customer service.
6 Corporate Controller 1989 to 1993
RON KRANZER & ASSOCIATES, CIVIL ENGINEERS, INC. WALNUT, CALIFORNIA
CONTRACT CITY ENGINEER & PLANNER FOR THE CITIES OF WALNUT, SAN DIMAS, & LA VERN
• Responsible for supporting 30 employees, directly supervising finance department and subsidiary blueprint company staff.
Owner / Operating Manager 1974 to 2010
ENVIRONMENT CONTROL / RMBA COMPANY FULLERTON, CALIFORNIA
BUILDING MAINTENANCE AND JANITORIAL SERVICE COMPANIES
• Responsible as owner/manager for day -to-day operations of these service companies. Provided regular building maintenance services to businesses and office buildings throughout Orange and Los Angeles Counties.
EDUCATION
Masters Public Administration
CALIFORNIA STATE UNIVERSITY NORTHRIDGE, CALIFORNIA Major: Public Administration
Bachelor of Science
BIOLA UNIVERSITY LA MIRADA, CALIFORNIA Major: Business Administration Emphasis: Accounting/Finance (Currently a Mentor for students in the MBA program at Biola.)
Continuing Education
o Attendance at GFOA, League of California Cities and CSMFO conferences, training classes and webinars
o CPP / CSULB: Quality Matters – Professional Development – Summer 2021 o CPP Online Training via Asynchronous and Synchronous Delivery: Online Learning Studio – summer, 2020 (20 hrs.)
o CSULB Remote Course Design for Fall 2020 (40 hours)
o Liebert Cassidy Whitmore Employment Relations Consortium Training Courses (12) o CMTA Treasury Management training
o GFOA & GASB training courses
o Bi-annual ethics training per AB 1234 requirements
o FEMA and OES – Emergency Operations Training classes and online courses
PUBLISHED ARTICLES
o “Trends in Public Sector Labor Negotiations” - CSMFO Magazine, August 2016 o “Telling the Financial Story – It Requires the Right Brain” – CSMFO Magazine, January 2017
PROFESSIONAL ASSOCIATIONS
• Member, Cal ifornia Society of Municipal Finance Officers (CSMFO) o An co-instructor of the CSMFO Core Budgeting Course since 2018 and the Financial Management Course
7 o 2022-24 serving as Senior Advisor for Career Development and member of Program Committees.
o 2021-22 served as the Senior Advisor to the Communications Committee. o 2020 recipient of the CSMFO Distinguished Service Award for outstanding service to the field of municipal finance.
o Served as a member of Student Engagement and CSMFO ad hoc committees. o Elected by the CSMFO members to the Board of Directors – a three-year term from 2007-2009 (1,800 active members) / Reappointed to fill short term-vacancy 2016. o S erved as Senior Advisor for the Communications & Program Committees and member of the 2022 Conference Host and Student Engagement Committees. P ast member of the Host Committee for the annual conferences 2014 Palm Springs; 2016 Anaheim; 2017 Sacramento; 2018 Riverside ; 2019 Palm Springs; 2020 Disneyland; and 2021 San Jose and San Diego 2022. Past member of the annual conference site selection committee. o Served for 18 months as a member of the Ad Hoc committee evaluating the CSMFO organizational structure (2020-21)
o Served as the Chair of the Administration Committee (2005-2007) o Served as Chair and Vice-Chair of the Budget Committee for three years – committee reviewed over 150 local government budgets each fiscal year – giving Budget Awards to qualified agencies based on CSMFO awards program criteria o Recipient of the CSMFO annual Award in Operational Budgeting in Sierra Madre , Chino & Fountain Valley.
o Annual Budget Reviewer
• Member, Government Finance Officers Association (GFOA) o Recipient of the CSMFO and GFOA “Excellence in Financial Reporting” for the City of Chino’s ACFR for eleven years and Moulton Niguel for two years and City of Fountain Valley for two years.
o Past budget & ACFR reviewer
o Instructor for Budget Analyst Academy
• Member, ICMA, -- International City Managers Association o Attended ICMA conferences and training sessions
• Past Member, Association of Public Treasurers of the United States and Canada • Past Member, California Municipal Treasurers Association (CMTA) o Certified California Municipal Treasurer (2001-2004)
• Past Member, California Public Employers Labor Relations Association • Past Member, Association of California Water Agencies (ACWA)